Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AAT
3226
American Assets Trust
AAT
$1.39B
| – | – |
-124,600
| Closed | -$4.16M |
|
3227
iShares MSCI ACWI ex US ETF
ACWX
$12B
| – | – |
-7,800
| Closed | -$388K |
|
3228
Adobe
ADBE
$103B
| – | – |
-55,500
| Closed | -$12M |
|
3229
Aegon
AEG
$13.9B
| – | – |
-731,982
| Closed | -$4.03M |
|
3230
Aehr Test Systems
AEHR
$4.22B
| – | – |
-75,500
| Closed | -$170K |
|
3231
Agios Pharmaceuticals
AGIO
$2.04B
| – | – |
-69,100
| Closed | -$5.65M |
|
3232
Adecoagro
AGRO
$1.34B
| – | – |
-554,000
| Closed | -$4.17M |
|
3233
Assurant
AIZ
$13.9B
| – | – |
-44,300
| Closed | -$4.05M |
|
3234
Akamai
AKAM
$17.6B
| – | – |
-103,900
| Closed | -$7.38M |
|
|
AL
3235
DELISTED
Air Lease Corp
AL
| – | – |
-114,700
| Closed | -$4.89M |
|
3236
Alkermes
ALKS
$8.44B
| – | – |
-114,786
| Closed | -$6.65M |
|
3237
Allegion
ALLE
$14.1B
| – | – |
-328,700
| Closed | -$28M |
|
3238
Alarm.com
ALRM
$2.72B
| – | – |
-162,100
| Closed | -$6.12M |
|
3239
Antero Midstream
AM
$10.6B
| – | – |
-254,079
| Closed | -$4.06M |
|
3240
Applied Materials
AMAT
$435B
| – | – |
-441,748
| Closed | -$24.6M |
|
3241
Ambarella
AMBA
$3.66B
| – | – |
-282,700
| Closed | -$13.8M |
|
3242
AnaptysBio
ANAB
$1.69B
| – | – |
-59,400
| Closed | -$6.18M |
|
|
ANSS
3243
DELISTED
Ansys
ANSS
| – | – |
-4,029
| Closed | -$631K |
|
3244
Amphenol
APH
$210B
| – | – |
-432,908
| Closed | -$9.32M |
|
3245
Apollo Global Management
APO
$81.9B
| – | – |
-257,462
| Closed | -$7.63M |
|
3246
Arcos Dorados Holdings
ARCO
$1.66B
| – | – |
-728,638
| Closed | -$6.49M |
|
3247
ARK Web x.0 ETF
ARKW
$1.78B
| – | – |
-7,000
| Closed | -$349K |
|
3248
Associated Banc-Corp
ASB
$6.07B
| – | – |
-506,265
| Closed | -$12.6M |
|
3249
Autohome
ATHM
$2.65B
| – | – |
-561,700
| Closed | -$48.3M |
|
|
AZUL
3250
DELISTED
Azul
AZUL
| – | – |
-598,400
| Closed | -$20.8M |
|
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Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.